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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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159 results found

  1. Pull user email address from Contact object in MS Dynamics

    Pull user email address from Contact object in MS Dynamics

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  2. Sections in Ev2 pricing table via API

    Multiple sections in pricing tables Ev2 (API).

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  3. HubSpot: Token Information to Populate in Fields and Editable by Signers

    Would like for there to be a way for their signers to edit their information that populates through HubSpot Tokens. The client explained that the information is not always accurate and up to date, so this would allow signers to make quick changes to reflect validity on their signed Documents.

    3 votes

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    1 comment  ·  Integrations  ·  Admin →

  4. The ability to attach the completed document created in PandaDoc to Hubspot object

    3 votes

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  5. Retrigger webhook

    The option to re-trigger webhooks.

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  6. Ability to change tokens format in Microsoft Dynamics

    For example, the date

    3 votes

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  7. Ability to link a Completed document to a Salesforce Opportunity in Editor 2.0

    3 votes

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  8. Pass currency formats from Zoho

    3 votes

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  9. Reoccurring charge in Hubspot

    3 votes

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  10. Zendesk Support for Editor 2.0

    3 votes

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  11. [Greenhouse] Take Hiring manager contact information from the Offer object

    Take Hiring manager contact information from the Offer object (for now only Candidate is available).

    2 votes

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  12. PandaDoc automatically update Hubspot with the Deal Value based on the amounts on the proposal

    2 votes

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  13. Import Google contacts

    live sync with Google contacts

    2 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  14. Pass taxes from hubspot to PD document

    It would be great if the product taxes can be populated to the pricing table in the PandaDoc document.

    2 votes

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  15. Integration with HR systems

    Have HR systems integration, preferable Bambu HR

    2 votes

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    Released  ·  Valeryia Baranava responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvellous day!

    BambooHR automations.

  16. Map HubSpot Products to multiple PD pricing Tables

    Ability to custom map HubSpot products into multiple pricing tables, just like how we can for Salesforce

    2 votes

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  17. The ability to map product fields inside of Hubspot and transfer them to the pricing table in PandaDoc

    2 votes

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  18. Ability to link documents created via Zapier to a folder automatically

    2 votes

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  19. [Zoho] Token Formating

    2 votes

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  20. Webhooks for EV2 Workspace

    Webhooks for EV2 Workspace

    2 votes

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